How do I invite users to collaborate on projects?

Project collaboration lets you invite people to work with you as team members on your LinkWare Live projects. You give team members roles that let them do some or all of the tasks you can do in the projects.

You can invite people from inside or outside of your company to be on a project team. For example:

Internal Users are usually people who work for your company, such as technicians and project managers.

Invite an internal user to be a Manager so he can add or edit project's test setups and cable IDs in projects.

Invite an internal user to be a Tech so he can view results and test setups to help customers troubleshoot problems.

External Users are usually people who are outside of your company, such as subcontractors and customers.

Invite a subcontractor to a subproject to be the Subproject Manager so he can add his technicians to the team and create test setups and cable IDs for his subprojects. External Users have access only to subprojects.

Invite a customer to the team as a Viewer so he can use Linkware Live to see test results and monitor the progress on his project.

You can invite external users only to subprojects, and external users have access only to subprojects.

Projects that you share with external users have the collaboration icon, , on the main PROJECTS page.

Invite people to be Internal Users

Tap INTERNAL USERS, then tap ADD USER.

Enter the person’s email address, select a Role for the user, add Administrative Privileges if appropriate, then tap INVITE USER.

LinkWare Live sends an invitation to the person’s email address, and your organization is added to their LinkWare Live account. If the person does not have a LinkWare Live account, the email includes a link they can use to create one.

There is no limit to the number of users you can invite to be internal users.

Invite Internal Users to be a project's Manager

Internal users who have the role of Manager in your organization can have that role in projects.

To make sure the internal user you want to be a project manager has the role of Manager in your organization, tap INTERNAL USERS. If you need to change a user's role, tap EDIT in the Actions column.

To invite an internal user to be a project's Manager

On a project's page, tap TEAM MEMBERS.

Next to Manager, tap Add new. The Invite Users dialog shows the internal users who have the role of Manager.

Tap the User to add box for the user, then tap ADD TEAM MEMBER.

LinkWare Live sends an invitation to the person’s email address, and the project is added to their LinkWare Live account.

Invite an Internal User to be a Tech on a subproject

Internal users who have the role of Tech in your organization can have that role in subprojects.

To make sure the internal user you want to be a technician has the role of Tech in your organization, tap INTERNAL USERS. If you need to change a user's role, tap EDIT in the Actions column.

To invite an internal user to be a subproject's Tech

In the project, tap TEAM MEMBERS.

Tap ADD TO TEAM for a subproject.

Tap the User to add box for the user, then tap ADD TEAM MEMBER.

LinkWare Live sends an invitation to the person’s email address, and the subproject is added to their LinkWare Live account.

Invite External Users to a subproject

You can invite external users only to subprojects. External users have access only to subprojects.

In the project, tap TEAM MEMBERS.

Tap ADD TO TEAM for a subproject.

Tap External User, enter the person's email address, then select a Role for the team member.

Tap ADD TEAM MEMBER.

LinkWare Live sends an invitation to the person’s email address. The email includes a link that lets the person accept the invitation and add the subproject to their LinkWare Live account. When they accept the invitation, you will receive an email.

The new team member sees your project with the collaboration icon, , in their project list. They can tap on the project to get to the subproject.

If the person does not have a LinkWare Live account, the email includes a link they can use to create one.

Remove users

To remove a user from your organization

Tap INTERNAL USERS.

In the ACTIONS column for the user, tap DELETE, then tap DELETE USER.

LinkWare Live sends the user an email about the change.

To remove a user from a project or subproject

In the project, tap TEAM MEMBERS.

To remove a project Manager, tap the X next to the managers name.

To remove a user from a subproject, tap the REMOVE FROM SUBRPOJECT in the user's row in the subproject, then tap DELETE.